We track quarterly 13F filings from hedge funds and other notable investors as part of our work researching investing strategies (we have found, for example, that the most popular small cap stocks among hedge funds generate an average excess return of 18 percentage points per year). 13Fs can also be useful for tracking individual fund managers' activity over time and therefore serving as a free source of initial investment ideas more »
We are all very familiar with a wide variety of insurance that we run into every day: health insurance, auto insurance, homeowners insurance, etc. But there are a lot of insurers out there that take on some very specialized risks. Case in point: the insurance that Lloyd's and its syndicate members provided to the New York Road Runners Club for the New York City Marathon.
Billionaire Michael Price’s MFP Investors is a value and activist hedge fund that Price founded in 1998 after earning considerable money from the sale of Heine Securities. We have gone through the fund’s 13F filing for the end of September, and while there was little activity at the top of Price’s portfolio we think that we’ve been able to pick out some of his thoughts on more »
Editor's Note: The original article referred to Crown Holdings as a Pay-Per-View TV company. Crown Holdings is a packaging and canning manufacturer. This version has been corrected.
John Osterweis graduated from Bowdoin College with a B.A. in Philosophy, and then with an M.B.A. in Finance from Stanford University in 1969. After graduating from business school, John served as a senior analyst concentrating on forest products and more »